Solution: Transform Service Engagement

Deliver intelligent service your customers can bank on.


Provide the frictionless, personalized service your customers deserve.

In banking, your customers depend on you to help them achieve their life goals. With Financial Services Cloud, it’s never been easier to help customers manage their finances through proactive and personalized service. Unify data with MuleSoft to automate routine tasks and connect channels. Build guided workflows with drag-and-drop ease that assist agents and customers through any process. Offer intuitive, self-service portals and branded apps. Deliver service in any channel, and integrate the entire banking experience across service, sales, and marketing.  


Huntington Bank uses Salesforce to pinpoint customer needs and provide industry-leading service.

Salesforce has helped us not only recognize opportunities to help our customers immediately, but also to better plan their life journey.”

Jim Baron, EVP and Director of Retail Sales and Service
**Harvard Business Review
***State of the Connected Customer, Second Edition, Salesforce.

Explore the advantages of Salesforce for banking customer service.







Want to know more? Let’s talk.

We look forward to answering any questions and explaining all the ways Salesforce can help your banking organization become the bank that customers love.